See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,031 | $73,515-87.7% | $62,995-85.7% | $147,584-93.9% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.8%-29.8pp | 82.8%-37.8pp |
| Annual return | 0.00% | 175.43%-175.4pp | 87.57%-87.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,047 | $3,320-68.5% | $2,759-62.0% | $4,876-78.5% |
| Participant deferral / active EE | $2,587 | $4,185-38.2% | $3,329-22.3% | $5,439-52.4% |
| Admin fee / account holder | $8 | $5,953-99.9% | $3,600-99.8% | $10,885-99.9% |